Accounting and Tax

The accounting and tax community on BrightTALK features relevant content around tools and strategies for tax planning, internal controls, auditing and more. Join the conversation by engaging with accounting and tax thought leaders and accountants and asking questions during live webinars and round table discussions on tax and auditing topics.

At the heart of any effective risk process are two common qualities of strong team work and open communication. This, supported by strong action and solution orientation enable the Risk Management function to carry out its mandate effectively. Risk Champions are central to this, and used well, they become the glue that can hold risk activities together.

Risk sources are more often identified and located not only in infrastructural or technological assets and tangible variables, but in Human Factor variables, Mental States and Decision Making. The interaction between Human Factors and tangible aspects of risk, highlights the need to focus closely into Human Factor as one of the main drivers for Risk Management, a "Change Driver" that comes first of all from the need to know how humans perform in challenging environments and in face of risks

This webinar series is designed to show SMSF auditors how they can use the Australian auditing and assurance standards to their advantage to increase the speed and efficiency of their audits and peace of mind that they are complying with the auditing and assurance standards which now have force of law for SMSF audits.

Managing VAT and excise tax in the current environment is time consuming, costly, and subject to frequently changing mandates. Recent Aberdeen Group research uncovered key strategies that top performing organisations utilize to ensure compliant processes and accurate reports at a lower cost. Learn secrets of leaders that make tax calculation and returns look easy.

You already understand the process of risk management. The next step is to equip yourself to fully integrate business risk and opportunities for innovation into your organisation's corporate governance model.

In this session leading SMSF author and presenter will provide attendees with important last minute strategies for concessional and non-concessional contributions strategies. This will include a review of the Commissioner's ruling on contributions and in particular using Promissory Notes and Assets as contributions.

ISO 31000 was published as a standard on the 13th of November 2009, and provides a standard on the implementation of risk management. A revised and harmonised ISO/IEC Guide 73 was published at the same time. The purpose of ISO 31000:2009 is to be applicable and adaptable for "any public, private or community enterprise, association, group or individual."[3] Accordingly, the general scope of ISO 31000 - as a family of risk management standards - is not developed for a particular industry group, management system or subject matter field in mind, rather to provide best practice structure and guidance to all operations concerned with risk management.

Most non-profits seek to maximize the amount they can spend on program work and minimize their administrative spend. One way for non-profits to reduce the cost and the amount of time spent on administrative tasks in the back office is to leverage technology that automates their accounts payable process.

Join Justin Barnes, Regional Sales Director at Concur and our special guest, Wendy T. Dove, Manager of Accounting at the non-profit organization Leadership for Educational Equity, for this short 30 minute client success story webinar. By attending on May 13 at 10:00 a.m. PT / 1:00 p.m. ET, you’ll learn how Leadership for Educational Equity automated its AP process and leveraged technology to make the most of its resources.

By joining you will learn:
• More about the latest AP automation from Concur
• How AP automation can save your organization time and money
• How Leadership for Educational Equity leverages AP automation to focus on what matters most

You won’t want to miss the opportunity to hear firsthand the benefits AP automation can bring to non-profits and businesses alike. Register today!

Join us to review the emerging risks for 2015 as executives facing an environment of unprecedented volatility: market conditions change rapidly and new risks continue to proliferate. To navigate the continually changing and complex risk environment,

Risk management is an increasingly important
business driver and stakeholders have become
much more concerned about risk. Risk may be a
driver of strategic decisions, it may be a cause of
uncertainty in the organisation or it may simply be
embedded in the activities of the organisation. An
enterprise-wide approach to risk management
enables an organisation to consider the potential
impact of all types of risks on all processes,
activities, stakeholders, products and services.
Implementing a comprehensive approach will
result in an organisation benefiting from what is
often referred to as the ‘upside of risk’.
The global financial crisis in 2008 demonstrated
the importance of adequate risk management.
Since that time, new risk management standards
have been published, including the international
standard, ISO 31000 ‘Risk management –
Principles and guidelines’. This guide draws
together these developments to provide a
structured approach to implementing enterprise
risk management (ERM)

In this webinar session, Grant Abbott, leading SMSF expert will discuss leading contributions strategies for year end including the use of concessional and non-concessional contributions.- following on from Part 1. He will also consider case studies provided by advisers.

- How BPM, combined with data management tools, can improve inter-organization processes
- What other tools you need to be connected to a BPM suite for better business outcomes
- How clinical and business processes can be combined in a single BPM implementation

Optimizing your processes should be closely aligned to your business strategy. However, this is often easier said than done, as there are several pitfalls on the road to successful process optimization.

In this webinar, Reint Jan Holterman, publisher at BPMLeader.com, will go deeper into what pitfalls you may encounter. Also, he will present a number of pre-requisites based on the 5-C model to avoid these pitfalls and to realize successful optimization projects.

IRM is leading the debate on risk culture. Drawing upon the wealth of practical experience and expert knowledge across the institute, we have developed guidance for organisations wanting a greater understanding of their own risk culture and practical tools that can be applied to drive change.

As seen in the business press every day, embedding risk management into an organisation to the extent that it reliably makes a difference is a difficult task. To achieve this, boards must keep how to manage risks high on their agenda, and to continue asking themselves, whether they have the right culture, people and processes.

What do we mean by risk culture?

Risk culture is a term describing the values, beliefs, knowledge, attitudes and understanding about risk shared by a group of people with a common purpose, in particular the employees of an organisation. This applies to all organisations from private companies, public bodies, governments to not-for-profits.

What does a good risk culture look like?

An effective risk culture is one that enables and rewards individuals and groups for taking the right risks in an informed manner.

In this Special Edition Webinar, NowInfini Director Amreeta Abbott and Docusign specialist Eden Sanchez will be discussing the advantages and benefits on using Docusign on the NowInfinity Platform and the Corporate Messenger.

A successful process application project needs a graphical interface that meets the needs of its users.

Bonita BPM integrates a set of tools to build graphical interfaces that work with your processes. But when some dedicated interfaces need more than what Bonita BPM natively provides, you can either extend the Bonita BPM Portal or to build your own applications over Bonita BPM interfaces. Bonita BPM integrates seamlessly into existing web application architectures.

This webinar will show you how to integrate Bonita BPM in a developed interface using the AngularJS framework, and how to deploy this interface in the Bonita BPM custom portal pages. We will also discuss Bonita REST API.

In this webinar you will see:

- A summary of the REST API
- A summary of AngularJS
- How to integrate Bonita BPM in a web page with AngularJS with the example of a user dashboard
- How to integrate this page into a custom page of the Bonita BPM Portal

In the ever-changing role of the CFO, one thing will never change—the need to lead and manage an effective finance team. Successful CFOs collaborate closely with their controllers in defining strategies to impact key areas including operational efficiency, enterprise-wide data visibility, leadership acumen, and internal controls.

Join us as we discuss the 5 essential questions CFOs should be asking their controllers and finance teams to establish best practices around:
-Internal controls
-Operational efficiency
-Visibility and reporting
-Financial leadership

Too often tax strategies are reviewed in the last weeks of the financial year when the best time is at the commencement of an income year - particularly when a client has been set up with a trust, company and SMSF for business, tax and super purposes. In this session Grant Abbott and Tony Anamourlis - head partner at NowInfinity Legal will take attendees through their best start of the financial year strategies.

Every profession has tools fundamental to its trade, each of which needs to be reviewed and sharpened regularly to ensure they remain effective. The risk register, matrix and bow-tie are three such tools within risk management. This one-hour webinar will provide tips on how to optimise each of these critical risk tools and tailor them to your organisation.

In this session we will take look at the use of Ensuring Powers of Attorney and show when and where they come in handy - particularly for SMSF clients going overseas, mentally incapacitated clients and what happens to an EPOA on death and divorce.. Presented by Grant Abbott - leading SMSF expert and Tony Anamourlis - Head Partner at NowInfinity Legal and international legal expert - this hands on session will provide some unique insights into the use of EPOAs.

Business continuity encompasses a loosely defined set of planning, preparatory and related activities which are intended to ensure that an organization's critical business functions will either continue to operate despite serious incidents or disasters that might otherwise have interrupted them, or will be recovered to an operational state within a reasonably short period. As such, business continuity includes three key elements: 1. Resilience: critical business functions and the supporting infrastructure are designed and engineered in such a way that they are materially unaffected by most disruptions, for example through the use of redundancy and spare capacity; 2. Recovery: arrangements are made to recover or restore critical and less critical business functions that fail for some reason. 3. Contingency: the organization establishes a generalized capability and readiness to cope effectively with whatever major incidents and disasters occur, including those that were not, and perhaps could not have been, foreseen. Contingency preparations constitute a last-resort response if resilience and recovery arrangements should prove inadequate in practice.

Root cause analysis (RCA) is a method of problem solving used for identifying the root causes of faults or problems. A factor is considered a root cause if removal thereof from the problem fault-sequence prevents the final undesirable event from recurring; whereas a causal factor is one that affects an event's outcome, but is not a root cause.

In this session we will take estate planning apart and show when and where a testamentary trust, a SMSF and a Will come in handy. Presesnted by Grant Abbott - leading SMSF expert and Tony Anamourlis - Head Partner at NowInfinity Legal and tax and estate planning expert - this hands on session will provide some unique insights into estate planning structures.

Reputational risk, often called reputation risk, is a risk of loss resulting from damages to a firm's reputation, in lost revenue; increased operating, capital or regulatory costs; or destruction of shareholder value, consequent to an adverse or potentially criminal event even if the company is not found guilty. Adverse events typically associated with reputation risk include ethics, safety, security, sustainability, quality, and innovation. Reputational risk can be a matter of corporate trust.

The focus of this programme is manifold and address the following issues: fostering the use of the tools of risk assessment and risk management in new fields of application such as policy making; providing a platform between the insurance community, the engineering and academic communities and policy makers to discuss risk issues; promoting the concept of the insurability of risks as the natural borderline between State legislation and the market economy; identifying new opportunities for insurers in the emerging sustainability concept in order to enlarge the field of insurable risks

In our modern society, computerized or digital control systems have been used to reliably automate many of the industrial operations that we take for granted, from the power plant to the automobiles we drive.

In this session SMSF leading light - Grant Abbott will provide attendees with the ins and outs, strategies and traps, tips and pitfalls of SMSF Reserves. If you don't use them you will after this session and if you do then let Grant take your learning to a new level.

Insurance is the equitable transfer of the risk of a loss, from one entity to another in exchange for payment. It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss. An insurer, or insurance carrier, is a company selling the insurance; the insured, or policyholder, is the person or entity buying the insurance policy. The amount of money to be charged for a certain amount of insurance coverage is called the premium. Risk management, the practice of appraising and controlling risk, has evolved as a discrete field of study and practice.